Critical Minerals and Metals

MP Materials (MP)- Only active mine specifically targeting rare earth elements in the US. By far the biggest/only supplier of neodymium, praseodymium, dyprosium, and terbium in the US. They have received grants and defence contracts. Stock broke 1 year high mark today.

UCore Metals (UURAF) Canadian company building the "Strategic Metals Complex" in Louisiana. It will start processing neodymium and praseodymium this year and be the only active facility in the US except MP Materials in California. They have received grants and defense contracts from US and Canada. Supposedly have some patented way of processing the metals that is much faster than China. Also own rights to a heavy and light rare earth project in Alaska current in exploration/drilling phase.

TMRC- They own 100% renewable rights to likely the richest deposits of HIGH GRADE HEAVY rare earth elements and its in TEXAS. Their chairman will be in DC in a week talking to Ted Cruz and a committee about critical minerals. The headline is US trying to buy Greenland, the news behind the news is the US is developing its critical minerals one way or another.

Their assets also include a several inactive but devolped gold/copper/lead/zinc mines as well as a joint venture with Santa Fe Gold for silver exploration.

US Critical Metals (USCMF) Canadian company spefically focused on developing critical minerals in the US. CEO is a supporter of Pierre Poilievre the Concervatory Party leader and Vegas odds pick to be the next elected PM of Canada.

100% ownership of likely the richest deposits of LIGHT rare earth elements in the US, located in Montana. Assets also include two big lithium projects and 100% ownership of an area rich in cobalt/copper/gold/silver, right next to the only active cobalt mine in the US which is owned by Jervois Global a company currently restructuring due to bankruptcy.

NioCorp (NB)- 100% focused on one project that has potential to be the biggest scandium mine in the western hemisphere, also has niobium and titanium. Russia and China are the global suppliers of scandium.

Also of interest: PPTA MTRN ATI CCJ UAMY

This does not constitute financial advice. Mining advances slowly and is full of roadblocks.